Tax Preparation 2021-2022 Part 1: Introduction And Excel Tax Formula Worksheet Creation

Learn tax preparation fundamentals, the reasons, methods, and tools needed. Read more.

5.0( 1 REVIEWS )
98 STUDENTS
5h 16m
Course Skill Level
Beginner
Time Estimate
5h 16m

Robert (Bob) Steele CPA, CGMA, M.S. Tax, CPI

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About This Course

Who this course is for:

  • Tax payers
  • Accountants
  • Business owners

What you’ll learn:

  • Tax terminology, including what a progressive tax is and the differences between a marginal tax rate and an average tax rate
  • Three central angles in tax preparation: tax forms, a tax formula, and tax software

Requirements:

  • No prior knowledge is required to take this course

This course will cover the fundamentals of income tax preparation. We will discuss the reasons for learning tax preparation, the methods for learning tax preparation, and the tools.

The course will compare different tax types and explain tax terminology, including what a progressive tax is and the differences between a marginal tax rate and an average tax rate.

Learners will approach tax preparation using three central angles: tax forms, a tax formula, and tax software.

You do not need tax software to take the course, but practicing with tax software is a powerful tool for learning.

We will talk about what is new for the tax year 2021.

We will create a tax worksheet using Excel, although you may also use Google Sheets. We will use the Excel Worksheet to work on problems using a tax formula method.

Our Promise to You
By the end of this course, you will have learned tax preparation using Excel and other tax software, and what is new in tax year 2021.

10 Day Money Back Guarantee. If you are unsatisfied for any reason, simply contact us and we’ll give you a full refund. No questions asked.

Get started today!

Course Curriculum

Section 1 - Tax Year 2021 - 2022 Introduction
Why And How To Learn Tax Law 00:00:00
Method Of Learning Tax Law 00:00:00
Lacerte Tax Software 00:00:00
Free Tax Tools 00:00:00
Tax Types Or Categories 00:00:00
Government Authority To Tax 00:00:00
Marginal And Average Tax Rates 00:00:00
Marginal And Average Tax Rates 00:00:00
Income Tax Formula 00:00:00
Income Tax Formula Software 00:00:00
Circular 230 - Regulations Governing Practice Before IRS 00:00:00
Excel Tax Formula Worksheet 00:00:00
Section 2 - What's New And Filing Requirements 2021-2022
What's New - Part 1 00:00:00
What's New - Part 2 00:00:00
Filing Requirements 00:00:00
When And Where Should You File 00:00:00
What Form To File Fiscal Year And Write In Information 00:00:00
Section 3 - Excel Worksheet - Tax Formula 2022
Create A Tax Formulate Worksheet Using Excel - Part 1 00:00:00
Create A Tax Formulate Worksheet Using Excel - Part 2 00:00:00
Create A Tax Formulate Worksheet Using Excel - Part 3 00:00:00
Create A Tax Formulate Worksheet Using Excel - Part 4 00:00:00

About This Course

Who this course is for:

  • Tax payers
  • Accountants
  • Business owners

What you’ll learn:

  • Tax terminology, including what a progressive tax is and the differences between a marginal tax rate and an average tax rate
  • Three central angles in tax preparation: tax forms, a tax formula, and tax software

Requirements:

  • No prior knowledge is required to take this course

This course will cover the fundamentals of income tax preparation. We will discuss the reasons for learning tax preparation, the methods for learning tax preparation, and the tools.

The course will compare different tax types and explain tax terminology, including what a progressive tax is and the differences between a marginal tax rate and an average tax rate.

Learners will approach tax preparation using three central angles: tax forms, a tax formula, and tax software.

You do not need tax software to take the course, but practicing with tax software is a powerful tool for learning.

We will talk about what is new for the tax year 2021.

We will create a tax worksheet using Excel, although you may also use Google Sheets. We will use the Excel Worksheet to work on problems using a tax formula method.

Our Promise to You
By the end of this course, you will have learned tax preparation using Excel and other tax software, and what is new in tax year 2021.

10 Day Money Back Guarantee. If you are unsatisfied for any reason, simply contact us and we’ll give you a full refund. No questions asked.

Get started today!

Course Curriculum

Section 1 - Tax Year 2021 - 2022 Introduction
Why And How To Learn Tax Law 00:00:00
Method Of Learning Tax Law 00:00:00
Lacerte Tax Software 00:00:00
Free Tax Tools 00:00:00
Tax Types Or Categories 00:00:00
Government Authority To Tax 00:00:00
Marginal And Average Tax Rates 00:00:00
Marginal And Average Tax Rates 00:00:00
Income Tax Formula 00:00:00
Income Tax Formula Software 00:00:00
Circular 230 - Regulations Governing Practice Before IRS 00:00:00
Excel Tax Formula Worksheet 00:00:00
Section 2 - What's New And Filing Requirements 2021-2022
What's New - Part 1 00:00:00
What's New - Part 2 00:00:00
Filing Requirements 00:00:00
When And Where Should You File 00:00:00
What Form To File Fiscal Year And Write In Information 00:00:00
Section 3 - Excel Worksheet - Tax Formula 2022
Create A Tax Formulate Worksheet Using Excel - Part 1 00:00:00
Create A Tax Formulate Worksheet Using Excel - Part 2 00:00:00
Create A Tax Formulate Worksheet Using Excel - Part 3 00:00:00
Create A Tax Formulate Worksheet Using Excel - Part 4 00:00:00

Course Review

5.0

5.0
1 Ratings
  1. Anonymous
    Christopher Knibbs November 6, 2022 at 10:34 AM

    very knowledge

    5.0

    Enjoyed the course.

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